Superding
10-23 09:57

Market fear and micro-noise over Meta's heavy AI spending and share structure adjustments have created an incredible dip, but with core ad revenue still surging, this massive infrastructure buildout is planting seeds to be fully reaped by 2028 and 2029—so ask yourself, do you have the patience to hold through the chop, or would selling a long-dated put to pick up some premium and lower-cost upside fit your playbook better?

Meta's Ad Engine Is Working—Why Is Cash Flow Going Backward?
Meta fell 6.98% as investors weighed strong revenue against AI spending. Revenue rose 26% to $64.60B, beating estimates; Q4 guidance also edged above consensus. Ad impressions and pricing each grew 11%, but free cash flow was negative $6.22B against $34.91B in capex, with higher spending expected in 2027. Bulls cite ad strength; bears see investment outpacing cash generation. Google Search and Amazon cloud are benchmarks. What would show ad cash flow is catching up?
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